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AE Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

AE Wealth Management’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Sell
2,123
-497
-19% -$49.2K ﹤0.01% 1590
2025
Q4 		$247K Sell
2,620
-969
-27% -$91.5K ﹤0.01% 1413
2025
Q3 		$338K Sell
3,589
-15
-0.4% -$1.38K ﹤0.01% 1133
2025
Q2 		$320K Sell
3,604
-1,258
-26% -$105K ﹤0.01% 1096
2025
Q1 		$403K Sell
4,862
-688
-12% -$61.4K ﹤0.01% 982
2024
Q4 		$501K Sell
5,550
-2,270
-29% -$215K ﹤0.01% 911
2024
Q3 		$728K Sell
7,820
-220,025
-97% -$19.8M 0.01% 783
2024
Q2 		$19.6M Buy
227,845
+5,981
+3% +$511K 0.2% 126
2024
Q1 		$19.4M Buy
221,864
+8,005
+4% +$667K 0.22% 123
2023
Q4 		$17.6M Sell
213,859
-8,982
-4% -$674K 0.09% 262
2023
Q3 		$16.3M Buy
222,841
+8,588
+4% +$662K 0.1% 228
2023
Q2 		$16.5M Buy
214,253
+1,694
+0.8% +$124K 0.1% 245
2023
Q1 		$15.7M Buy
212,559
+5,867
+3% +$443K 0.1% 240
2022
Q4 		$14.9M Buy
206,692
+3,467
+2% +$255K 0.11% 225
2022
Q3 		$13.8M Sell
203,225
-6,814
-3% -$512K 0.11% 196
2022
Q2 		$14.8M Buy
210,039
+32,109
+18% +$2.44M 0.12% 190
2022
Q1 		$14.9M Buy
177,930
+25,330
+17% +$2.14M 0.1% 201
2021
Q4 		$14.2M Buy
152,600
+16,174
+12% +$1.47M 0.1% 207
2021
Q3 		$11.9M Buy
136,426
+11,223
+9% +$990K 0.1% 210
2021
Q2 		$11.1M Buy
125,203
+14,011
+13% +$1.22M 0.1% 206
2021
Q1 		$9.55M Sell
111,192
-12,060
-10% -$1.03M 0.1% 213
2020
Q4 		$9.41M Buy
123,252
+1,294
+1% +$88.3K 0.11% 191
2020
Q3 		$7.2M Buy
121,958
+10,502
+9% +$628K 0.1% 178
2020
Q2 		$6.33M Buy
111,456
+47,540
+74% +$2.48M 0.1% 194
2020
Q1 		$2.95M Sell
63,916
-49,926
-44% -$2.95M 0.07% 238
2019
Q4 		$7.34M Buy
113,842
+29,423
+35% +$1.82M 0.16% 121
2019
Q3 		$5.03M Buy
84,419
+14,374
+21% +$867K 0.15% 139
2019
Q2 		$4.27M Buy
70,045
+9,393
+15% +$565K 0.13% 140
2019
Q1 		$3.62M Buy
+60,652
New +$3.58M 0.25% 84

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

AE Wealth Management's SLYG Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 19% in Q1 2026, selling an estimated $49.2K and leaving 2,123 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

AE Wealth Management first reported a position in SLYG in Q1 2019 and has held it in 29 quarters since. The position peaked at $19.6M in Q2 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • AE Wealth Management held 2,123 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $205K as of Q1 2026.
  • AE Wealth Management sold 497 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $49.2K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1590 holding.
  • AE Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $19.6M in Q2 2024.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.